Entering change orders in takeoffs

Note: This functionality is available only if you have the Estimating Module.

To enter change orders in a takeoff:

  1. Open a takeoff in 9-5 Takeoffs.
  2. Next to the Bid Item list, click the drop-down arrow and select a change order, or create a new change order if necessary.
  3. If you are using phases, select the phase from the phase list or click to add a new phase item.
  4. Do the following for each assembly or part that you want to reverse from the takeoff:
    1. In the Assembly column, enter the assembly that you want to remove.
    2. In the Part column, enter the individual parts that you want to remove.
    3. In the Quantity column, enter a negative number.
  5. Do the following for each assembly or part that you want to add to the takeoff:
    1. In the Assembly column, enter the assembly number.
    2. In the Part column, enter the part number for each individual part.
    3. In the Quantity column, enter the quantity.
    4. On the menu bar, click Calculate.
  6. Click File > Save.